See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,600 | $210,698-60.8% | $178,014-53.6% | $145,959-43.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.37% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $2,574 | $4,567-43.6% | $3,950-34.8% | $4,661-44.8% |
| Participant deferral / active EE | $7,702 | $6,958+10.7% | $6,276+22.7% | $6,689+15.2% |
| Admin fee / account holder | $229 | $12,016-98.1% | $10,362-97.8% | $13,398-98.3% |